Dieter Bollmann
CRD Number: 4247975Current Firm: United Planners' Financial Services Of America A Limited Partner
Dieter Bollmann (CRD# 4247975) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry. Dieter Bollmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dundas Wealth Management LLC | Sedona, AZ | Sep 2022 - Current | 1 |
United Planners Financial Services | Scottsdale, AZ | Mar 2022 - Current | 2 |
Dieter Bollmann Independent Insurance Agent | Scottsdale, AZ | Oct 2020 - Current | 3 |
Treffpunkt, Inc. | Scottsdale, AZ | Sep 2020 - Current | 3 |
German-american Chamber Of Commerce West-arizona Chapter | Phoenix, AZ | Jan 2019 - Current | 5 |
Arizona Center For Germanic Cultures, Inc. | Phoenix, AZ | Jan 2005 - Current | 19 |
Pegasus Vaulting Supply | Soquel, CA | Jan 1994 - Current | 30 |
First Financial Equity Corp | Scottsdale, AZ | Dec 2002 - Mar 2022 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
- AZ
- LA
- TX
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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